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Unsure which behaviors and activities are DRIVING REVENUE and which are COSTING YOU MONEY?

Retain provides visibility on the behaviors that matter to give your team time back, accelerate customer values, and do more with less.

    Introducing the RETAIN Workflow Intelligence Platform


    A lightweight browser extension captures your teams’ activities and Retain aggregates this data into rich insights to solve a multitude of pain-points

    Identify activities that matter

    Your CS team is probably performing 50+ activities with accounts, but only 5 likely matter; do you know which ones?

    Define best practices to usher in uniformity

    Gain visibility into the tools and sequences that your most efficient team members use to solve customer needs.

    Turn CS into a monetizing unit

    Evolve CS from a unit focused on churn-mitigation to one focused on driving new revenue from your existing customers.

    Deprecate laborious manual processes

    Retain runs in the background capturing the time, activities, and accounts that teams are working on

    Visualize anatomy of growth accts

    Understand whether your teams are making the correct time and resource investments in the most strategic accounts.

    “Retain provides a unified view of every customer to make data-driven decisions across the entire customer lifecycle”

    Eric, Co-founder at Retain



    The Problem

    Teams collaborate across 100s of systems across the customer lifecycle–its a complex web of touchpoints to achieve a desired outcome.  But the reality is that there is no visibility to these workflows and leaders are flying blind between the customer and the result, without knowing which activities are meaningful.

    The Vision


    Imagine if you ACTUALLY have visibility to every customer touchpoint & workflow activity.  Even more excitedly, imagine if you could find innovative behaviors in your team…. like identifying that a rockstar CSM built new training materials that were highly successful with the customer, and that these can now be rolled out more broadly.  Retain can reveal such moments of genius!


    The Solution


    Retain connects to over 500 hundred browser-based apps including calendar and email. APIs connect to the tools you may use outside of the browser such as Slack or MS Office.

    We integrate with your CRM to replicate your account and contacts data for our matching process.

    We bring all this data together, wrapped in a proven layer of security and governance. 

    We then tie all your workflows and activity data into a cohesive timeline of what you did and for what customer and what process based on our contextual engine

    Rich insights, recommendations, and outcomes can be generated for all functions whether its Success, Support, HR, Legal, Marketing or other departments.


    Benefits and Use Cases


    Learn how a renewal was closed in half the time as usual


    Get visibility into what processes your best CSMs are doing


    Understand what steps were taken to solve a customer’s problem 25% faster 


    Reveal the true costs and resources that go into creating a webinar

    Interested in hearing how Retain can solve your pain-points?


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